Whalen Wealth Management’s Lam Research LRCX Stock Holding History

Whalen Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1M	Sell	5,134 -3,181	-38%	-$711K	0.59%	43
2025 Q4	$1.42M	Buy	+8,315	New	+$1.29M	0.76%	30
2025 Q3	–	Sell	-6,626	Closed	-$645K	–	239
2025 Q2	$645K	Buy	+6,626	New	+$526K	0.4%	68
2024 Q4	–	Sell	-9,780	Closed	-$798K	–	162
2024 Q3	$798K	Buy	+9,780	New	+$850K	0.56%	41
2024 Q2	–	Sell	-3,010	Closed	-$292K	–	123
2024 Q1	$292K	Buy	+3,010	New	+$265K	0.22%	72

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalen Wealth Management's LRCX Position: Q1 2026 in Review

Whalen Wealth Management reduced its Lam Research (LRCX) stake by 38% in Q1 2026, selling an estimated $711K and leaving 5,134 shares worth $1.1M. The position accounts for 0.59% of the portfolio, ranked #43.

Whalen Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.42M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Whalen Wealth Management held 5,134 shares of Lam Research worth $1.1M as of Q1 2026.
Whalen Wealth Management sold 3,181 Lam Research shares in Q1 2026, an estimated $711K.
Lam Research made up 0.59% of Whalen Wealth Management's portfolio in Q1 2026, its #43 holding.
Whalen Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 5 quarters since.
Whalen Wealth Management's Lam Research position peaked at $1.42M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.